EWA
EP Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37M | Buy |
18,077
+184
| +1% | +$85.2K | 0.06% | 204 |
|
|
2025
Q1 | $7.99M | Buy |
17,893
+75
| +0.4% | +$33.5K | 0.06% | 170 |
|
|
2024
Q4 | $8.66M | Buy |
17,818
+2,184
| +14% | +$1.06M | 0.07% | 158 |
|
|
2024
Q3 | $9.14M | Buy |
15,634
+2,748
| +21% | +$1.61M | 0.08% | 154 |
|
|
2024
Q2 | $6.02M | Buy |
12,886
+1,191
| +10% | +$556K | 0.06% | 167 |
|
|
2024
Q1 | $5.32M | Sell |
11,695
-13
| -0.1% | -$5.91K | 0.06% | 166 |
|
|
2023
Q4 | $5.31M | Sell |
11,708
-396
| -3% | -$179K | 0.07% | 151 |
|
|
2023
Q3 | $4.95M | Sell |
12,104
-1,421
| -11% | -$581K | 0.08% | 148 |
|
|
2023
Q2 | $7.42M | Sell |
13,525
-11,930
| -47% | -$6.55M | 0.11% | 122 |
|
|
2023
Q1 | $8.74M | Buy |
25,455
+11,950
| +88% | +$4.1M | 0.15% | 100 |
|
|
2022
Q4 | $6.57M | Buy |
13,505
+1,743
| +15% | +$848K | 0.12% | 111 |
|
|
2022
Q3 | $4.54M | Buy |
11,762
+6,665
| +131% | +$2.57M | 0.1% | 119 |
|
|
2022
Q2 | $2.19M | Buy |
5,097
+34
| +0.7% | +$14.6K | 0.05% | 185 |
|
|
2022
Q1 | $2.24M | Buy |
5,063
+444
| +10% | +$196K | 0.05% | 193 |
|
|
2021
Q4 | $1.64M | Buy |
4,619
+121
| +3% | +$43K | 0.04% | 206 |
|
|
2021
Q3 | $1.55M | Buy |
4,498
+216
| +5% | +$74.5K | 0.04% | 192 |
|
|
2021
Q2 | $1.62M | Buy |
4,282
+319
| +8% | +$121K | 0.04% | 199 |
|
|
2021
Q1 | $1.46M | Buy |
3,963
+314
| +9% | +$116K | 0.05% | 197 |
|
|
2020
Q4 | $1.3M | Buy |
3,649
+295
| +9% | +$105K | 0.05% | 167 |
|
|
2020
Q3 | $1.29M | Sell |
3,354
-618
| -16% | -$237K | 0.06% | 146 |
|
|
2020
Q2 | $1.45M | Buy |
3,972
+67
| +2% | +$24.4K | 0.06% | 142 |
|
|
2020
Q1 | $1.32M | Sell |
3,905
-173
| -4% | -$58.7K | 0.06% | 141 |
|
|
2019
Q4 | $1.59M | Buy |
4,078
+1,955
| +92% | +$761K | 0.07% | 146 |
|
|
2019
Q3 | $828K | Buy |
2,123
+45
| +2% | +$17.6K | 0.04% | 180 |
|
|
2019
Q2 | $755K | Buy |
2,078
+543
| +35% | +$197K | 0.05% | 161 |
|
|
2019
Q1 | $461K | Sell |
1,535
-184
| -11% | -$55.3K | 0.04% | 175 |
|
|
2018
Q4 | $450K | Sell |
1,719
-167
| -9% | -$43.7K | 0.03% | 181 |
|
|
2018
Q3 | $652K | Buy |
1,886
+137
| +8% | +$47.4K | 0.05% | 157 |
|
|
2018
Q2 | $517K | Buy |
1,749
+34
| +2% | +$10.1K | 0.05% | 114 |
|
|
2018
Q1 | $579K | Buy |
1,715
+13
| +0.8% | +$4.39K | 0.06% | 115 |
|
|
2017
Q4 | $546K | Sell |
1,702
-115
| -6% | -$36.9K | 0.06% | 106 |
|
|
2017
Q3 | $564K | Sell |
1,817
-21
| -1% | -$6.52K | 0.07% | 101 |
|
|
2017
Q2 | $510K | Buy |
1,838
+273
| +17% | +$75.8K | 0.06% | 105 |
|
|
2017
Q1 | $419K | Sell |
1,565
-9
| -0.6% | -$2.41K | 0.06% | 96 |
|
|
2016
Q4 | $393K | Sell |
1,574
-739
| -32% | -$185K | 0.06% | 93 |
|
|
2016
Q3 | $555K | Buy |
2,313
+757
| +49% | +$182K | 0.09% | 77 |
|
|
2016
Q2 | $386K | Buy |
1,556
+200
| +15% | +$49.6K | 0.06% | 90 |
|
|
2016
Q1 | $300K | Hold |
1,356
| – | – | 0.05% | 106 |
|
|
2015
Q4 | $294K | Buy |
1,356
+25
| +2% | +$5.42K | 0.05% | 120 |
|
|
2015
Q3 | $276K | Hold |
1,331
| – | – | 0.05% | 112 |
|
|
2015
Q2 | $247K | Buy |
1,331
+35
| +3% | +$6.51K | 0.05% | 104 |
|
|
2015
Q1 | $263K | Sell |
1,296
-22
| -2% | -$4.47K | 0.05% | 109 |
|
|
2014
Q4 | $254K | Buy |
1,318
+22
| +2% | +$4.24K | 0.04% | 116 |
|
|
2014
Q3 | $237K | Hold |
1,296
| – | – | 0.04% | 102 |
|
|
2014
Q2 | $208K | Sell |
1,296
-232
| -15% | -$37.2K | 0.05% | 111 |
|
|
2014
Q1 | $249K | Buy |
+1,528
| New | +$249K | 0.07% | 94 |
|